For trustfunds
CO3 provides all the tools needed to make wealth management fast, transparent, and fully controlled. Portfolios, transactions, client relationships, and reports – all on a single, modular platform in real time.
At a glance – complete portfolio overview
Keep your clients’ assets under control from a single interface. View portfolios, investments, assets, and liabilities in real time. Automated valuations help you stay up to date and provide accurate recommendations to your clients.
Transparent client management and error-free transactions
Easily manage client data, transactions, and contracts. Transactions can be linked to client profiles, making information quickly searchable and verifiable. Automated approval workflows reduce the risk of errors.
Simplified financial processes
Fully adaptable to your unique needs. Invoice clients based on fixed fees or tracked working hours – CO3 seamlessly adjusts to your business requirements.
Bill monthly, quarterly, or according to rental cycles – CO3 allows you to set up automated billing rules for properties, tenants, or service providers. Track deposits, partial payments, or even warranty withholdings, and stay fully up to date with each project’s financial sheet.
Custom reports and analytics
Generate professional reports and detailed analytics quickly. Financial statements, portfolio performance, commissions, and risk indicators – all fully customizable, visually clear, and exportable.
CO3 lets you instantly present asset performance and investment recommendations to your clients.
One system to rule them all
Amazing employees deserve amazing software.
And because they get a lovable tool for telecommuting.
